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226 hedge funds and large institutions have $2.5B invested in WaFd in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 88 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 80

1% more capital invested

Capital invested by funds: $2.48B → $2.5B (+$12.9M)

0% more funds holding

Funds holding: 225226 (+1)

0.69% less ownership

Funds ownership: 84.77%84.08% (-0.69%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
226
Holders Change
+1
Holders Change %
+0.44%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
88
Reduced
80
Closed
19
Calls
$445K
Puts
Net Calls
+$445K
Net Calls Change
-$187K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
201
Highlander Capital Management
New Jersey
$48K
PFBT
202
Parkside Financial Bank & Trust
Missouri
$38K
WAM
203
Watermark Asset Management
California
$37K
IA
204
IFP Advisors
Florida
$30K -$70.5K -2,128 -70%
CTC
205
Central Trust Company
Missouri
$18K +$17.5K +529 New
WAM
206
Wealthspire Advisors (Maryland)
Maryland
$17K +$16.9K +509 New
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$15K -$223K -6,737 -93%
AIM
208
Acrospire Investment Management
Illinois
$15K -$16.6K -500 -53%
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
AIL
210
AGF Investments LLC
Ontario, Canada
$10K
CAW
211
Cornerstone Advisors (Washington)
Washington
$8K
TWA
212
TCI Wealth Advisors
Arizona
$7K
FMP
213
Financial Management Professionals
Texas
$6K
VCM
214
Versant Capital Management
Arizona
$6K
GAM
215
Gemmer Asset Management
California
$5K +$1.06K +32 +26%
QI
216
QS Investors
New York
$4K +$1.52K +46 +73%
WA
217
Winfield Associates
Ohio
$4K +$4.41K +133 New
WCBA
218
Weaver C. Barksdale & Associates
Tennessee
$3K -$199 -6 -6%
GWM
219
Geneos Wealth Management
Colorado
$3K
WEC
220
Winslow Evans & Crocker
Massachusetts
$2.79K
EFSCE
221
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
GBT
222
Grove Bank & Trust
Florida
$2K +$2.32K +70 New
PA
223
Parallel Advisors
California
$2K +$2.35K +71 New
QCG
224
Quadrant Capital Group
Ohio
$1K -$1.56K -47 -47%
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$1K

WAFD Hedge Fund Activity: Q2 2017 in Review

226 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WaFd (WAFD) for Q2 2017, worth a combined $2.5B — up 0.52% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WAFD positions and 19 closed out — a net gain of 3 holders — while 88 added to existing stakes and 80 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $22.9M. The largest seller was Ninety One (UK), cutting an estimated $13.4M.

  • 226 institutional investors held WaFd (WAFD) as of Q2 2017, up from 225 in Q1 2017.
  • Funds reported $2.5B of WaFd stock for Q2 2017, up 0.52% quarter-over-quarter.
  • 22 funds opened new WaFd positions in Q2 2017 and 19 closed out, a net change of +3 holders.
  • The largest WaFd buyer in Q2 2017 was Janus Henderson Group, an estimated $22.9M added.
  • The largest WaFd seller in Q2 2017 was Ninety One (UK), an estimated $13.4M sold.

Based on aggregated 13F filings for Q2 2017.